Some of the key tools and approaches used by the financial sector to address climate change have historically focused on “not doing” certain things, whether they be removing portfolio exposures through exclusion, or divesting, to name just a few.
While all these activities send a message, help create awareness and lead to acceptance, their real-world impact on decarbonization has limitations.
Our society is dependent on carbon-intensive industries: materials, utilities, agriculture that must participate in the energy transition.
The market has had a tendency to overlook these industries, favoring already green sectors. As a result, these transitioning companies often trade at discounted valuations.
We see a potentially exciting investment opportunity unlocked by encouraging carbon intensive companies to accelerate their decarbonization efforts.
Fund in focus:
UBS Global Equity Climate Transition
Our low-cost solution aims to help investors to capitalize on the long-term sustainable and inclusive transition to a low carbon emissions economy through an innovative, cost efficient and rules-based investment strategy.
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